getdropdownvalue from related module

Hi Joe,

You were close in your tested solution. The formula will need to exist on a custom field in the Contacts module. I was able to achieve your desired output by creating a text field in the Contacts module with the following formula:

getDropdownValue("converting_dropdown_list",related($leads,"converting_dropdown_c"))

The main drawback to this solution is that if the source value on the lead changed after conversion, then the converted contact would also be updated. If that is a concern, you could mitigate that issue by implementing custom coded logic to prevent the field on Leads from being editable once the status is 'Converted'. 

Hi Chris

Thanks for the response.  I created a Text field and added the formula

getDropdownValue("shared_private_list",related($leads,"shared_private_c"))

With shared_private_list being the drop down that has all the values and $leads,"shared_private_c" being the field that holds the drop down but it just doesn't copy through.  What could i being doing wrong?

Any help much appreciated.

Hi Joe,

Please try an end-to-end test to validate the behavior:

1. Create a test lead with the custom dropdown field set to a specific value
2. Convert the lead
3. View the resulting contact record to confirm whether the calculated field is populated

If it is not populated, please provide screenshots of the following from Studio:

1. The custom field in Contacts
2. The shared_private_c field in Leads
3. The shared_private_list dropdown list

Thanks!

Hi Joe,

Please try an end-to-end test to validate the behavior:

1. Create a test lead with the custom dropdown field set to a specific value
2. Convert the lead
3. View the resulting contact record to confirm whether the calculated field is populated

If it is not populated, please provide screenshots of the following from Studio:

1. The custom field in Contacts
2. The shared_private_c field in Leads
3. The shared_private_list dropdown list

Thanks!

Hi Chris

Attached are the screen shots

I have even tried a simple related($leads,"first_name") to see if it pulls through and it doesn't!

I have opened a case with support but if you can see anything wrong please let me know.

Thanks for your time on this.

Thanks, Joe. Everything looks configured appropriately there. On the Contacts module record view, there should be a Leads subpanel. If you go to a contact that was created from a converted lead, the original lead should be listed in that subpanel. If the lead to contact relationship doesn't exist, that would explain why the calculated field is not functioning. Please confirm whether the lead is showing as linked in the corresponding subpanel on the contact record.

Hi Chris

Here you can see there is a related record and the value in Shared/Private/Rent which should be copied to sharedpr but isn't!  I have to assume this is a bug.